Middlebrook Wealth
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How much can you safely withdraw from your portfolio each year during retirement?
While the classic 4% rule is a helpful baseline, your safe withdrawal rate requires a tailored strategy that accounts for market conditions, taxes, and your lifestyle.
If you are nearing retirement, reach out to us. We are here to help you find your safe number.
Did you know there is a common mistake that can cost new retirees tens of thousands of dollars a year? Most people do not even realize they are making it, and the good news is, it is completely avoidable.
Watch our very first Deep Dive where we will be breaking it all down. If you are within 5-10 years of retirement, this is one you will not want to miss.
Full video: https://www.middlebrookwealth.com/beyond-the-numbers/how-to-bridge-the-gap-between-early-retirement-and-medicare
07/04/2026
Happy Independence Day from Middlebrook Wealth! Real financial independence isn't about one bold decision. It's about a series of intentional ones made over time.
This Fourth of July, we're celebrating the freedom to retire on your terms, spend where it matters most, and never second-guess your financial future.
Not sure what that looks like for you yet? That's exactly what our team is here to help you figure out.
Let's start the conversation: https://middlebrookwealth.com/contact
Click here to claim your Sponsored Listing.
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Address
5 Middlebrook Avenue
Staunton, VA
24401
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 4pm |